ES
ES

Elliott Timothy Stanley

10 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
4,416 clients
Average Client Portfolio
$205K average
Assets Under Management
$905.4M

Fee Structure

Financial Planning:Included in AUM fee
Loading...

Location

80 State Street, Albany, NY, 12207

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Elliott is a boxing coach at Schotts Boxing, dedicating about 10-20% of his time to teaching classes and private lessons. He is also an Investment Advisor Representative (IAR) at PKS Advisory Services, LLC, spending about a quarter of his time on advisory services.

Employment History
Current Registrations
Pks Advisory Services, LLC
April 2017 - Present · 8 yrs 10 mos
Purshe Kaplan Sterling InvestmentsBroker
May 2015 - Present · 10 yrs 9 mos
State Registrations2 states
NYUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Elliott Timothy Stanley - Financial Advisor | TrueAdvisor